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Ronald Blue & Co’s Everest Group EG Stock Holding History

Ronald Blue & Co’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,587
Closed -$275K – 225
2015
Q3 		$275K Sell
1,587
-79
-5% -$14.3K 0.01% 224
2015
Q2 		$303K Buy
1,666
+3
+0.2% +$546 0.01% 252
2015
Q1 		$289K Sell
1,663
-43
-3% -$7.55K 0.01% 264
2014
Q4 		$291K Buy
1,706
+37
+2% +$6.24K 0.01% 248
2014
Q3 		$270K Buy
1,669
+102
+7% +$16.5K 0.02% 253
2014
Q2 		$251K Buy
1,567
+215
+16% +$34K 0.02% 269
2014
Q1 		$207K Buy
+1,352
New +$200K 0.02% 298

Other funds holding EG

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ronald Blue & Co's EG Position: Q4 2015 in Review

Ronald Blue & Co sold out of Everest Group (EG) in Q4 2015, closing a stake of 1,587 shares — an estimated $275K sold.

Ronald Blue & Co first reported a position in EG in Q1 2014 and held it in 7 quarters. The position peaked at $303K in Q2 2015. 385 funds tracked by Wall St. Rank hold EG as of Q4 2015.

  • Ronald Blue & Co reported no remaining Everest Group position as of Q4 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 1,587 Everest Group shares in Q4 2015, an estimated $275K.
  • Ronald Blue & Co first reported a position in Everest Group in Q1 2014 and held it in 7 quarters.
  • Ronald Blue & Co's Everest Group position peaked at $303K in Q2 2015.
  • 385 funds tracked by Wall St. Rank held Everest Group as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.